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Robin Cochrane Yacovetta

Manning & Napier Advisors, LLC

Mableton, GA

Fairport, NY

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Current Employers
Manning & Napier Advisors, Llc

290 Woodcliff Drive, Fairport, NY 14450 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-01-29
TX RA APPROVED 2024-03-28
GA RA APPROVED 2023-05-04
FL RA APPROVED 2022-03-01
NY RA APPROVED 2021-09-21
  • OH RA
    APPROVED
    Since 2025-01-29
  • TX RA
    APPROVED
    Since 2024-03-28
  • GA RA
    APPROVED
    Since 2023-05-04
  • FL RA
    APPROVED
    Since 2022-03-01
  • NY RA
    APPROVED
    Since 2021-09-21

Branch Locations

Mableton, GA • United States

290 Woodcliff Drive, Fairport, NY 14450 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trust Company Of The South Charlotte SC 01/2008 09/2018
Truewealth, Llc Atlanta GA 01/2019 09/2020
Unemployed Charlotte SC 09/2018 01/2019
Creative Planning, Inc. Atlanta GA 10/2020 08/2021
Manning & Napier Investor Services, Inc. Fairport NY 08/2021 Present
Manning & Napier Advisors, Llc Fairport NY 08/2021 Present
  • 01/2008 → 09/2018
    Trust Company Of The South
    Charlotte, SC
  • 01/2019 → 09/2020
    Truewealth, Llc
    Atlanta, GA
  • 09/2018 → 01/2019
    Unemployed
    Charlotte, SC
  • 10/2020 → 08/2021
    Creative Planning, Inc.
    Atlanta, GA
  • 08/2021 → Present
    Manning & Napier Investor Services, Inc.
    Fairport, NY
  • 08/2021 → Present
    Manning & Napier Advisors, Llc
    Fairport, NY
Previous Registrations
  • 2021-01-06 → 2021-08-30
    Creative Planning
    Atlanta, GA
    Overland Park, KS
  • 2019-01-23 → 2020-10-08
    Truewealth Management
    Atlanta, GA
Other Businesses

EMPLOYEE AND INVESTMENT ADVISOR REPRESENTATIVE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED ADVISOR.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-10-04
  • S63 Uniform Securities Agent State Law Examination
    2021-10-04
Designations
Other Names
  • Robin Cochrane Yacovetta
  • Robin Lee Cochrane

View on SEC IAPD

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